NASDAQ$RXST

Rxsight Inc · Q1 2023 earnings

Q1 2023 earnings · · Investor relations

Briefing

Reported revenue growth driven by increased adoption and utilization of the Light Adjustable Lens system.

RxSight, Inc. reported a strong first quarter in 2023, marked by a 96% increase in revenue compared to the same period last year. The company saw growth in both LDD and LAL sales, increased its gross margin, and reiterated its operating expense guidance for the year.

  • Reported first quarter revenue of $17.5 million, a 96% increase compared to Q1 2022.
  • Sold 56 Light Delivery Devices (LDDs), a 40% increase in unit sales compared to Q1 2022, expanding the installed base to 456 LDDs, an 85% increase year-over-year.
  • Sold 10,523 Light Adjustable Lenses (LALs), a 153% increase in procedure volumes compared to Q1 2022.
  • Increased 2023 full-year revenue guidance and gross margin, while reiterating operating expense guidance.

Headline financials

Total Revenue

$17.5M

Previous: $8.94M+95.6%
EPS (adj)

-$0.31

Previous: -$0.54+42.6%
Capital Expenditures

-$747K

Previous: -$370K-101.9%
Free Cash Flow

-$14M

Previous: -$18M+22.3%
Net Income

-$13.2M

Previous: -$17.6M+24.9%
Operating Income

-$13.1M

Previous: -$16.6M+21.0%
Gross Profit

$10.4M

Previous: $3.76M+175.6%
Cash & Equivalents

$11M

Previous: $24.1M-54.4%
Total Assets

$203M

Previous: $177M+14.4%
Stock-Based Comp

$3.3M

Previous: $2.65M+24.4%

Revenue & EPS history

Rxsight · Revenue · Quarterly

$17.5M

Q1 2023+95.6%vs Q1 2022
Beat estimate in 10 of 14 quarters(71%)
ActualEstimate

Revenue by segment

Rxsight · $11.4M total across 2 segments · Q2 2022

  • LAL Revenue
    $5.8M
  • LDD Revenue
    $5.6M

Forward guidance

The company increased its 2023 full-year revenue, increased its gross margin and reiterated operating expense guidance.

Tailwinds

  • Revenue of $79.0 million to $84.0 million, representing implied growth of 61% to 71% compared to 2022, up from prior guidance of $78.0 million to $83.0 million
  • Gross margin in range of 56% to 58%, representing an implied increase of 27% to 32% compared to 2022, up from prior guidance of 52% to 54%
  • Operating expenses in the range of $105 million to $108 million, representing an implied increase of 24% to 28% compared to 2022.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 18 quarterly earnings reports · overlaid with Q1 2023

Historical avgQ1 2023

-1.1%

Avg return

Earnings day

-2.6%

Avg return

5 days after

+2.8%

Avg return

30 days after

45%

9 / 20 earnings

Positive

+15.1%

Q3 2022

Best reaction

-16.1%

Q2 2021

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-6.6%-21.6%-31.1%
Q4 2025-10.1%-13.5%-28.9%
Q3 2025+8.7%+16.3%+46.7%
Q1 2025-11.2%-11.4%+0.9%
Q4 2024-0.8%-7.8%-9.1%
Q3 2024-12.3%-16.9%-21.2%
Q2 2024+14.6%+21.5%+29.0%
Q1 2024+0.8%-3.8%-5.0%
Q4 2023-5.8%-3.2%-10.9%
Q3 2023+1.8%+9.5%+40.8%
Q2 2023-1.5%-6.3%-1.8%
Q1 2023+9.0%+18.3%+34.0%
Q4 2022+9.7%+4.5%+17.9%
Q3 2022+15.1%+14.6%+18.1%
Q2 2022-2.9%-8.3%-13.3%
Q1 2022-4.3%-3.0%+34.9%
Q4 2021+1.4%-3.2%+1.8%
Q3 2021+3.7%-0.8%-4.0%
Q4 2020-16.1%-18.4%-21.1%
Q2 2021-16.1%-18.4%-21.1%
Q1 2021
Q3 2020
Q2 2020
Q1 2020

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro